Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$265M
3
+$172M
4
TRP icon
TC Energy
TRP
+$158M
5
LIN icon
Linde
LIN
+$154M

Top Sells

1
+$141M
2
+$130M
3
+$105M
4
GIB icon
CGI
GIB
+$99M
5
JCI icon
Johnson Controls International
JCI
+$98.2M

Sector Composition

1 Financials 24.3%
2 Healthcare 12.09%
3 Industrials 10.64%
4 Energy 10.18%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$610K ﹤0.01%
+27,180
902
$604K ﹤0.01%
19,545
-15,900
903
$603K ﹤0.01%
74,660
-5,135
904
$598K ﹤0.01%
7,117
-364
905
$597K ﹤0.01%
6,133
-290
906
$589K ﹤0.01%
96,843
907
$589K ﹤0.01%
+250,735
908
$584K ﹤0.01%
8,885
+1,322
909
$581K ﹤0.01%
+39,910
910
$578K ﹤0.01%
2,400
-500
911
$577K ﹤0.01%
+19,700
912
$573K ﹤0.01%
+13,900
913
$570K ﹤0.01%
12,628
-13,138
914
$568K ﹤0.01%
8,341
+169
915
$568K ﹤0.01%
12,861
+7,722
916
$562K ﹤0.01%
+5,502
917
$562K ﹤0.01%
1,504
-4
918
$560K ﹤0.01%
+31,855
919
$555K ﹤0.01%
16,141
-71,800
920
$546K ﹤0.01%
15,578
-402
921
$546K ﹤0.01%
6,606
+200
922
$545K ﹤0.01%
4,693
+1,669
923
$544K ﹤0.01%
41,735
924
$543K ﹤0.01%
31,910
-23,245
925
$541K ﹤0.01%
35,000
35 36
37
38 39